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Mill Valley, CA • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CA | RA | APP_PEND_IARCE | 2026-01-01 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Katy Song Financial Planning | Mill Valley | CA | 06/2011 | Present |
| Sofi Wealth Llc | San Francisco | CA | 03/2017 | 03/2018 |
| Domain Money Advisors, Llc | New York | NY | 11/2023 | Present |
I am founder and sole proprietor of Katy Song Financial Planning, a fee-only financial planning firm that does not manage assets. Address: 34 Meadow Drive, Mill Valley, CA 94941. I devote 100 hours per month to this business.
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 2002-11-21 |
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